Intuit
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live – Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations such as personal and business income, deductions optimization, amendments, etc. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax. Act as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently – Represent TurboTax in your community with enthusiasm, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate sensitivity to their financial concerns, and foster long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Provide an exceptional customer experience and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s video communication tools, addressing inquiries and overcoming tax‑related challenges.
What You Get
Seasonal company benefits and resources, including a 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and an Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals, and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities.
Passionate about local community and excited to engage Intuit’s presence locally.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service, high empathy, friendly professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Expected base pay ranges by location are:
Bay Area, California: $23.70 – $28.00/hr
Southern California: $23.70 – $28.00/hr
Colorado: $22.60 – $26.70/hr
Hawaii: $23.70 – $28.00/hr
Illinois: $22.60 – $26.70/hr
Maryland: $22.60 – $26.70/hr
Massachusetts: $23.70 – $28.00/hr
Minnesota: $20.20 – $23.90/hr
New Jersey: $23.70 – $28.00/hr
New York: $23.70 – $28.00/hr
Ohio: $20.20 – $23.90/hr
Vermont: $22.60 – $26.70/hr
Washington: $23.70 – $28.00/hr
Washington DC: $22.60 – $26.70/hr
Additional rewards include a cash bonus, equity rewards, and benefits aligned with applicable plans and programs.
Senioriy level
Associate
Employment type
Part‑time
Job function
Accounting/Auditing and Finance
Industries
Software Development
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What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations such as personal and business income, deductions optimization, amendments, etc. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax. Act as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently – Represent TurboTax in your community with enthusiasm, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate sensitivity to their financial concerns, and foster long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Provide an exceptional customer experience and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s video communication tools, addressing inquiries and overcoming tax‑related challenges.
What You Get
Seasonal company benefits and resources, including a 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and an Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals, and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities.
Passionate about local community and excited to engage Intuit’s presence locally.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service, high empathy, friendly professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Expected base pay ranges by location are:
Bay Area, California: $23.70 – $28.00/hr
Southern California: $23.70 – $28.00/hr
Colorado: $22.60 – $26.70/hr
Hawaii: $23.70 – $28.00/hr
Illinois: $22.60 – $26.70/hr
Maryland: $22.60 – $26.70/hr
Massachusetts: $23.70 – $28.00/hr
Minnesota: $20.20 – $23.90/hr
New Jersey: $23.70 – $28.00/hr
New York: $23.70 – $28.00/hr
Ohio: $20.20 – $23.90/hr
Vermont: $22.60 – $26.70/hr
Washington: $23.70 – $28.00/hr
Washington DC: $22.60 – $26.70/hr
Additional rewards include a cash bonus, equity rewards, and benefits aligned with applicable plans and programs.
Senioriy level
Associate
Employment type
Part‑time
Job function
Accounting/Auditing and Finance
Industries
Software Development
#J-18808-Ljbffr